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Flash Report / Global

Stripe acquires Nigeria’s Paystack — Game changer for Africa fintech

In what could easily be called Nigeria's "fintech deal of the decade", Paystack — a homegrown payments solution provider — is in the process of being acquired by US fintech giant Stripe. Although the terms of the deal have not been disclosed, reports...
Tellimer Research Busola Jeje
Busola Jeje @ Tellimer Research 16 October 2020
Stripe acquires Nigeria’s Paystack — Game changer for Africa fintech
Stripe acquires Nigeria’s Paystack — Game changer for Africa fintech
Flash Report - Equity / Kenya

Kenya: Covid measures boost mobile data, SMS and digital payments

The Communications Authority of Kenya has released its latest quarterly statistics. However, the Covid response measures in the period resulted in higher data and SMS consumption. We therefore retain our Hold recommendation on Safaricom. Total voice...
Tellimer Research Tracy Kivunyu
Tracy Kivunyu @ Tellimer Research 12 October 2020
Kenya: Covid measures boost mobile data, SMS and digital payments
Kenya: Covid measures boost mobile data, SMS and digital payments
Flash Report / Kenya

Kenya: Pandemic-led growth in digital payments positive for banks and Safaricom

Digital payment transactions jumped by 28% yoy to hit a record KES474bn (cUS$4.4bn) in August, according to data from the Central Bank of Kenya. The key driver of this growth was the spike in larger transactions. Even then, we expect transaction volu...
Tellimer Research Faith Mwangi
Faith Mwangi @ Tellimer Research 7 October 2020
Kenya: Pandemic-led growth in digital payments positive for banks and Safaricom
Kenya: Pandemic-led growth in digital payments positive for banks and Safaricom
Strategy Note / Global

Food delivery apps and the scramble for market share in EM

Technology and innovation have transformed the digital food delivery industry over the past five years, morphing it into a US$110bn business that has reshaped dining habits and disrupted traditional restaurant models. We estimate that Uber Eats has b...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 4 October 2020
Food delivery apps and the scramble for market share in EM
Food delivery apps and the scramble for market share in EM
Macro Analysis / Kenya

Kenya: Restructured loans at 38%; NPLs to climb as defaulter listing freeze ends

Kenya's central bank held its key interest rate at 7.0% yesterday, noting stable inflation, an improving economic environment and stability in the banking sector. It is not clear whether the lifting of the freeze means the loans that were not being s...
Tellimer Research Faith Mwangi
Faith Mwangi @ Tellimer Research 30 September 2020
Kenya: Restructured loans at 38%; NPLs to climb as defaulter listing freeze ends
Kenya: Restructured loans at 38%; NPLs to climb as defaulter listing freeze ends
Strategy Note / Kenya

Kenya politics: Chief Justice advice to dissolve Parliament adds to our caution

The 2020 Budget was already approved by Parliament in July. In either scenario, laws passed from henceforth in the current Parliament may be open to legal challenge (on the basis of disputing the legitimacy of current MPs). Kenya equities, measured b...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 22 September 2020
Kenya politics: Chief Justice advice to dissolve Parliament adds to our caution
Kenya politics: Chief Justice advice to dissolve Parliament adds to our caution